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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,075 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,496 | $56,095-95.5% | $178,503-98.6% | $90,274-97.2% |
| Participation rate | 98.4% | 65.6%+32.8pp | 81.9%+16.4pp | 73.4%+25.0pp |
| Annual return | 27.41% | 28.81%-1.4pp | 151.12%-123.7pp | 53.97%-26.6pp |
| Employer contribution / active EE | $1,420 | $1,572-9.7% | $5,011-71.7% | $2,523-43.7% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $25 | $101-75.4% | $13,987-99.8% | $114-78.3% |